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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,801 | $138,114+172.1% | $125,391+199.7% | $134,545+179.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.38% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $12,398 | $5,246+136.3% | $4,816+157.5% | $4,742+161.5% |
| Participant deferral / active EE | $16,820 | $7,801+115.6% | $7,448+125.8% | $6,401+162.8% |
| Admin fee / account holder | $8,721 | $11,570-24.6% | $10,009-12.9% | $11,431-23.7% |